Browsing Tag
Jefferies
43 posts
Could Applied Aerospace & Defense’s $650m IPO test investor appetite for defense manufacturing stocks?
Find out how Applied Aerospace & Defense’s $650 million IPO could test investor appetite for defense manufacturing stocks.
Erasca (NASDAQ: ERAS) climbs into ASCO 2026 as pan-RAS thesis gets second wind
Erasca lost half its value on an IP challenge and a trial death. Now ASCO 2026 looms, Merck is on board, and traders are positioning before the verdict.
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
Delivery Hero (DHER) stock up 4% to €29.5 as Aspex forces CEO exit and Korea sale opens
Aspex pushed out the CEO and bought 5% more. Prosus must keep selling. Korea is on the block. Delivery Hero (XETRA: DHER) is being rebuilt in real time.
Diageo (LSE: DGE) gains 1.5% as insider buying and Q3 recovery momentum extend the turnaround narrative
Diageo's 0.3% Q3 growth was minimal. But it was the first positive print in a year, and the August strategy update is where the real test begins.
Scout24 (ETR: G24) stock pops as ImmoScout24 owner unveils Agentic OS and lifts targets
Online classifieds are supposed to be losing to AI. Scout24 just turned that thesis around with immo.ai, an Agentic OS, and a 64% margin target by 2028.
CSL (ASX: CSL) crashes 17.7% to A$98.59 after FY26 guidance cut and $5bn impairments
CSL cut FY26 NPATA to US$3.1 billion and flagged US$5 billion in impairments. The third downgrade in ten months is repricing the entire ASX healthcare sector.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
Royal Enfield posts 31% April surge as Eicher Motors steadies near Rs 7,275 ahead of May 8 Q4 print (NSE: EICHERMOT)
Royal Enfield just posted its biggest April ever. Q4 results land Thursday. The market is pricing one and ignoring the other.
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?